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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,093 | $93,598-75.3% | $135,974-83.0% | $75,173-69.3% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | -32.24% | 30.89%-63.1pp | 68.30%-100.5pp | 160.72%-193.0pp |
| Employer contribution / active EE | $5,109 | $3,538+44.4% | $4,859+5.2% | $2,671+91.3% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |